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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,886 | $45,566+46.8% | $64,105+4.3% | $59,633+12.2% |
| Participation rate | 29.2% | 60.2%-31.0pp | 68.2%-39.0pp | 68.7%-39.5pp |
| Annual return | -0.08% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $524 | $934-44.0% | $1,820-71.2% | $2,203-76.2% |
| Participant deferral / active EE | $1,439 | $2,057-30.0% | $2,822-49.0% | $3,192-54.9% |
| Admin fee / account holder | $305 | $3,268-90.7% | $4,499-93.2% | $4,297-92.9% |